MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $380M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.28M
3
+$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.81%
+9,738
27
$877K 0.8%
+20,724
28
$874K 0.8%
+9,292
29
$818K 0.75%
+4,532
30
$804K 0.73%
+12,858
31
$796K 0.73%
+10,965
32
$793K 0.72%
+4,032
33
$783K 0.72%
+5,841
34
$774K 0.71%
+63,251
35
$716K 0.65%
+1,394
36
$697K 0.64%
+3,944
37
$685K 0.63%
+6,894
38
$684K 0.62%
+3,934
39
$675K 0.62%
+8,265
40
$645K 0.59%
+9,479
41
$639K 0.58%
+7,988
42
$624K 0.57%
+9,395
43
$620K 0.57%
+5,167
44
$613K 0.56%
+4,229
45
$596K 0.54%
+11,654
46
$596K 0.54%
+9,880
47
$577K 0.53%
+10,105
48
$570K 0.52%
+7,981
49
$559K 0.51%
+22,535
50
$545K 0.5%
+6,902
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